MACRO

Bitcoin reclaims $80,000 as weak dollar meets suspected yen intervention

Sep 4, 2026 · MACRO

Bitcoin (BTC) rose 5% during US trading on Sep 3, 2026, reclaiming $80,000 and reaching $81,000. The gain came as the Japanese yen strengthened and the US dollar weakened.

USD/JPY fell to 155.4, down from 158.5 a day earlier, amid a suspected Bank of Japan currency intervention. The US Dollar Index (DXY) dropped to 99. A weaker dollar has historically coincided with higher Bitcoin prices.

Polymarket odds of a Bank of Japan rate hold fell from 12% to 1%, with markets pricing a 98% probability of a 25-basis-point hike on Sep 18. Some observers flagged renewed carry-trade unwind risk.

Analysts remain split on how much of the move the suspected yen intervention explains.

Cointelegraph

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